Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Morrow is a financial professional with over 20 years of experience in the industry. Jason has held various roles at firms such as CCO Investment Services Corp., LPL Financial LLC, Primevest Financial Services, Inc., Sorrento Pacific Financial, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and SEI Investments Distribution Co. Jason specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Jason is registered with Cuso Financial Services, LP and is licensed to provide financial advice in Delaware, Florida, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, and Texas. Jason holds FINRA Series 6, 7, 63, and 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/24/2024 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
PA
08/25/2011 - 01/02/2015
CCO INVESTMENT SERVICES CORP. (ALDAN PA)
PA
05/04/2010 - 08/15/2011
LPL FINANCIAL LLC (EMMAUS PA)
PA
11/19/2007 - 05/05/2010
PRIMEVEST FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
01/31/2007 - 12/19/2007
SORRENTO PACIFIC FINANCIAL, LLC (EMMAUS PA)
PA
12/13/2002 - 02/01/2007
METLIFE SECURITIES INC. (ALLENTOWN PA)
PA
12/13/2002 - 02/01/2007
METROPOLITAN LIFE INSURANCE COMPANY (ALLENTOWN PA)
PA
12/18/2001 - 12/04/2002
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 06/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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